The enhanced offering expands the existing advisory services for retirement plans delivered through AFA by providing comprehensive, financial planning and investment management services, free of product conflict, to support employees with their personal finance decisions. During this period, the portfolio is gradually reallocated to predominantly fixed income. They can also change other assumptions used in calculating income at retirement, including retirement age. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. SUNNYVALE, Calif.--(BUSINESS WIRE)--Financial Engines (“FE”), America’s largest independent financial planning and investment advisor[1], is expanding its relationship with Alight Solutions, a leader in benefits, payroll and cloud solutions, to provide integrated financial planning and investment management services to Alight Financial Advisors[2] (“AFA”)clients. Send a Contribution Form to Alight Financial Solutions with information regarding the wire deposit. the personal touch of a dedicated financial planner who is available to work with employees as they prefer, whether in-person, over the phone or online; a personalized financial planning experience that establishes plans for employees to reach important goals; extending high-quality institutional investment management for all the household’s accounts, including IRA and taxable accounts, using a consistent investment methodology across all client assets wherever they are invested; robust tax optimization, including investment specific tax efficiency; and. Alight Financial Advisors, LLC (AFA)* through its partnership with Financial Engines ®, offers two options for those looking for assistance in managing their retirement savings. for the Professional Management program offered by Alight Financial Advisors, you will be charged a fee that is based on the size of your account: Portion of Account Annual Rate Annual Cost Up to $75,000 … It highlights areas where a participants’ current savings and investment strategy could be improved and provides the participant the opportunity to receive additional help based on their individual needs. All customizations are created in real time, using built-in forecasting tools available on the Online Advice website. “Although Home Depot replaced Financial Engines with Alight Financial Advisors in July 2017, Alight simply re-hired Financial Engines … Since 2010, Alight has provided unmatched financial cloud services and solutions to organizations across the globe. Through Online Advice, participants are provided recommendations on which investments to buy or sell and simulate how their portfolios might perform under a wide variety of economic scenarios. [4] The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. If you're thinking about trying out Financial Engines, read our review first. AFA has retained Financial Engines Advisors L.L.C. The 401(k) Savings Plan (“Plan”) has hired Alight Financial Advisors, LLC (AFA) to provide investment advisory services to plan participants. Edelman Financial Engines Financial Engines cases. Designed for participants who prefer to manage their own accounts, Online Advice provides participants with specific, personalized savings and investment advice to help them reach their retirement goals. 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